| Revenue growth | Q4 Revenue up 30% YoY; FY26 Operating Profit up 24% YoY. |
|---|---|
| Margins | Operating leverage expected to kick in as AUM grows; margins currently mix-dependent. |
| Demand visibility | Strong SIP momentum and digital transactions; commodity ETFs seeing significant retail interest. |
| Management confidence | High; fastest growing Top-10 AMC in FY26 with highest market share since 2019. |
Growth
Q4 Revenue INR 7.39bn (+30% YoY), PAT INR 3.85bn (+29% YoY). MF QAAUM up 30.1% YoY to INR 7.25tn.
Outlook
Dividend payout of INR 21.50/share (~91.5% of profit). Expense growth guidance 15-16% YoY excluding ESOPs.
Risks
Market volatility impacting 'Other Income'; regulatory changes starting April 1st impacting equity yields by 3.5-4 bps.
Earnings Call filed with BSE, NSE: NAM-INDIA. Summary written with AI assistance from the document.
Nippon Life India Asset Management Ltd: key numbers
- Share price
- ₹1,105.70
- Market cap
- ₹70,769 Cr
- Revenue (annual)
- ₹2,709 Cr
- Net profit (annual)
- ₹1,529 Cr
- P/E (TTM)
- 43.8×Sector 20.8×
- Promoter holding
- 71.72%-0.08% QoQ
- FII holding
- 7.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Nippon Life India Asset Management Ltd
All →Nippon Life India Asset Management Other Announcement
Nippon Life India Asset Management Limited's Registrar and Share Transfer Agent, KFin Technologies Limited, is shifting its corporate office. The relocation is effective from December 1, 2026.
Nippon Life India Asset Management Earnings Call Transcript: Key Takeaways
Nippon Life India (NAM India) leads top-10 AMC growth but faced profit compression from a one-time regulatory settlement.
Nippon Life India Asset Management Dividend
Nippon Life India Asset Management Limited declared an interim dividend of ₹9.5 per equity share. The record date for the dividend is October 28, 2026.
Nippon Life India Asset Management Investor Presentation: Key Takeaways
Nippon Life India AMC reported Q2 FY27 Profit After Tax of INR 3.24 bn, maintaining its position as India's 4th largest AMC with a 9.02% market share.
Nippon Life India Asset Management Q2 FY27 Results: Net Profit ₹324.4 Cr, Down 5.9% YoY
Nippon Life India Asset Management Ltd reported revenue from operations of ₹795.8 Cr (+20.9% YoY) and net profit of ₹324.4 Cr (-5.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹324.4 Cr · -5.9% YoY
Nippon Life India Asset Management Other Announcement
Nippon Life India Asset Management Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI regulations.